Senior Research Analyst, US Small Business Portfolio Strategy
Forward FinancingSalary not specified
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Real Estate, Infrastructure, Real AssetsIndustries
Requirements
- 1-2 Years’ prior experience in Real Estate or Investment Banking or related field
- Demonstrated expertise with Microsoft Office
Responsibilities
- Act as subject matter expert on the strategy and underlying investments to ensure decisions regarding individual assets are made with an eye towards the impact on the portfolio as a whole (Portfolio Oversight)
- Work with investment acquisitions team to evaluate the risk/return and potential fit of new investments (Acquisition analysis)
- Develop hold/sell recommendations on individual assets within CIM’s funds and create strategy for go-forward portfolio composition targets based on an assessment of market and valuation trends (Portfolio Composition Review)
- Provide analysis and support for decisions relating to leverage & lending (Portfolio and asset-level leverage analysis)
- Maintain up to date knowledge and understanding of potential acquisitions (Investment pipeline)
- Work closely with investments acquisitions team to oversee and monitor the overall performance of all assets in the portfolio (Asset Management)
- Track progress of each investment against its business plan
- Collaborate with other CIM departments to make recommendations for asset-level decisions, including leasing, property management, development, and construction
- Hold various internal groups across CIM accountable for delivering against stated business plan objectives
- Review and share recommendations/insights on annual budgets and business plans
- Review and present quarterly third-party appraisals to senior management
- Provide detailed and regular updates to investors and internal stakeholders
- Meet the needs of existing and prospective partners and co-investors to support portfolio’s activities by acting as subject matter expert on the strategy, composition and performance of the Fund (Reporting & Fundraising)
- Conduct market research
- Prepare Investor and Consultant reporting (Quarterly Variance Analysis, Update reports, etc.)
- Assist in the development of presentations and materials to support marketing and due diligence efforts (Flipbook, Annual and Quarterly reports, DDQ, Case Studies, etc.)
- Participate in Partner and Co-investor meetings / calls and tours
- Conduct on-site and off-site due diligence meetings
- Drive continuous improvement of service offering
- Support investor negotiation (side letters, closings)
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the employment type for this Analyst, Portfolio Oversight position?
This is a full-time position.
Is this role remote or does it require office presence?
This information is not specified in the job description.
What key skills or experiences are needed for the Portfolio Oversight Analyst role?
The role requires expertise in portfolio oversight, acquisition analysis, portfolio composition review, leverage analysis, asset management, and tracking investment performance against business plans.
What is the company culture like at CIM Group?
CIM Group is a community-focused real estate and infrastructure firm with a diverse team of over 1,000 employees collaborating to create value in real assets and enhance communities through projects across the Americas.
What makes a strong candidate for this portfolio oversight role?
Strong candidates will have experience in investments and portfolio management, the ability to analyze risk/return and portfolio fit, develop hold/sell recommendations, and collaborate across departments to monitor asset performance.
CIM Group
Real estate and infrastructure development and management
About CIM Group
CIM Group focuses on real estate and infrastructure, operating as an owner, operator, lender, and developer. The company targets urban areas with significant growth potential, acquiring, developing, and managing properties while also providing loans for real estate projects. Revenue is generated through property rentals, sales, and lending activities. CIM serves a variety of clients, including investors, businesses, and community organizations, and has worked on notable projects like the Dolby Theatre in Hollywood and the Tribune Tower in Chicago. What sets CIM apart from competitors is its strong commitment to community engagement, demonstrated through initiatives such as preparing meals for those with chronic illnesses and creating community gardens. The goal of CIM Group is to be the leading partner for investors and users of real assets that benefit communities.
Los Angeles, CaliforniaHeadquarters
1994Year Founded
$559.3MTotal Funding
DEBT_FINANCINGCompany Stage
Government & Public Sector, Real EstateIndustries
1,001-5,000Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
Unlimited Paid Time Off
Paid Vacation
Paid Sick Leave
Paid Holidays
Bereavement Leave
Hybrid Work Options
401(k) Retirement Plan
401(k) Company Match
Paid Parental Leave
Professional Development Budget
Wellness Program
Volunteer Time Off
Risks
Rising interest rates could impact CIM's real estate financing costs.
Remote work trends may reduce demand for CIM's commercial office spaces.
Stricter environmental regulations could increase compliance costs for CIM.
Differentiation
CIM Group focuses on community impact through real estate and infrastructure projects.
The company integrates ESG initiatives into its investment and development strategies.
CIM's diverse expertise spans from due diligence to asset disposition.
Upsides
CIM benefits from increased demand for mixed-use developments in urban areas.
The trend towards sustainable building practices aligns with CIM's ESG focus.
CIM's integration of smart technology attracts tenants and buyers.
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